Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dannielle Brittany BrownCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-18-2020
Myles R LusterCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2018
Scott James WalkerCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5004-03-2017
Victor Evans GerstenCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-01-2017
Michael Dennis Louis Ryan Jr.CUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-08-2017
Daniel Todd DevonaldCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2016
Wayne Philip SellarCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5008-05-2015
David E. HammondCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-06-2015
Richard James ChampionCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-02-2015
Eric A. FreemanCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-08-2014
Matthew Joseph MccabeCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-04-2012
James Arthur SimpsonCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-13-2009

Showing 1 to 12 of 12 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.